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How do I assign Calendar Appointments to Customers?

You can assign contacts or companies to any task in the task scheduler (our name for Calendar appointments).

To get started click “Tools -> Task Scheduler” to load the Task Scheduler:

From the above view you can click “Add New” top left, after which you can fill out the task record, which has the space for you to attach the task to a Contact. (In the example below we’ve assigned this follow-up call event to Delpha Jarett.

Updated on June 5, 2020

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